"Oracle ( NYSE: ORCL) reports fiscal Q1 2026 results after the close. The stock has rallied on AI-driven cloud optimism, but execution scrutiny remains high following several quarters of muted post-earnings reactions despite beats. The stock is up 60% over the past 6 months and with management recently raising FY26 revenue guidance above $67 billion, tonight's results could confirm Wall Street's enthusiasm and send the share price higher."
"CapEx intensity - After spending $21B in FY25, management now expects capital expenditures to exceed $25B in FY26 to support backlog, a ramp that raises the balance between growth and cash burn. Stargate and large customer wins - The multiyear "Stargate" initiative and partnerships with OpenAI could prove transformative, while recent deals with Temu, ByteDance, and Uber add meaningful scale to the backlog."
"What To Expect Tonight Revenue: $15.04 billion EPS (Normalized): $1.48 FY 2026 Revenue: $66.66 billion FY 2026 EPS: $6.77 FY 2027 Revenue: $79.87 billion FY 2027 EPS: $8.09 Consensus implies ~13% top-line growth and ~6% EPS growth YoY for the quarter (vs. $13.31B / $1.39 last year). For FY26, growth accelerates to ~16% revenue and ~12% EPS. Key Areas to Watch"
Oracle reports fiscal Q1 2026 results after the close, with consensus expecting $15.04 billion revenue and $1.48 normalized EPS. Management raised FY26 revenue guidance above $67 billion, implying FY26 revenue of $66.66 billion and FY26 EPS of $6.77, with FY27 revenue and EPS targets of $79.87 billion and $8.09. The stock has gained about 60% over six months amid AI-driven cloud optimism. Key focus areas include OCI scale driven by AI database workloads, rising capital expenditures above $25 billion to support backlog, the multiyear Stargate initiative and large customer deals, Fusion/NetSuite bookings momentum, and the timing of margin accretion amid heavy investment.
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